AXA Financial Consultant (Insurance & Wealth Management Sales)

AXA’s leading wealth management team is looking for a Financial Consultant (Insurance & Wealth Management Sales) to strengthen its product distribution business, manage the end-to-end product cycle and relationship building with clients.

Key Areas of Responsibilities

• Provide wealth planning solutions, primarily using insurance products, to high net worth and corporate clients for risk management, retirement planning, asset protection, and etc…

• Act as an expert resource for wealth planning and insurance products, supporting both prospects and existing clients.

• Achieve business goals and address client inquiries regarding insurance and wealth management products through client meetings and calls.

• Conduct product training and assist clients in understanding the benefits of wealth planning structures and insurance products.

Requirements

• Bachelor's degree or above

• Professional qualification of IIQE Paper 1 & 3

• Stable career history with 1+ year(s) of sales experience in the financial industry is preferred

• Solid client facing experience is a must with a strong understanding of private client distribution

• Strong presentation skills

• Strong judgment and high level of professional and personal integrity.

• Strong command of written English / Chinese and spoken Mandarin, Cantonese and English